Jackson Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 08, 2018	SELL	N/A	-278,455 Closed	0 $0
Q1 2018 May 03, 2018	BUY	N/A	12,949 Added 4.88%	278,455 $9.31 Million
Q4 2017 Feb 05, 2018	BUY	N/A	265,506	265,506 $9.06 Million

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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